Filed January 1, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,770 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 99 · EIN 36-4291971 | Other Fees | $13,741 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,027 | $58,264-36.4% | $86,612-57.3% | $71,457-48.2% |
| Participation rate | 96.5% | 65.0%+31.5pp | 71.7%+24.8pp | 67.9%+28.5pp |
| Annual return | 17.30% | 21.63%-4.3pp | 591.07%-573.8pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,575 | $2,574-38.8% | $3,022-47.9% | $2,588-39.1% |
| Participant deferral / active EE | $3,960 | $3,436+15.2% | $4,438-10.8% | $4,289-7.7% |
| Admin fee / account holder | $137 | $1,057-87.1% | $5,614-97.6% | $1,587-91.4% |